Showing our Public Plan Perspectives article library.
Showing entries with the topic “Plan Design”.
Show all >
With the holiday season upon us and the New Year fast approaching, it is time to consider what 2019 may bring for retirement plan sponsors. We explore the five trends we predict to be popular in the new year.Read more
As the retirement plan space continues to evolve, so do the trends and best practices. We explore some of these as they relate to delivering retirement benefits to healthcare and higher education employees.Read more
The ongoing monitoring and selection of investment options are part of a plan sponsor’s fiduciary responsibility. There are many key points a plan sponsor should consider beyond cost and performance (which are important) to maintain a quality investment lineup.Read more
Learn how Oklahoma State University identified the need for change through a wellness mission on its campusRead more
The minimum distribution requirements of Internal Revenue Code Section 401(a)(9) generally require that retirement plan participants withdraw at least a small portion of their account balances by April 1st of the year in which they turn 70½ or retire.Read more
As you may be aware from our prior Top of Mind blog entry, the Bipartisan Budget Act of 2018 (more commonly known as the tax reform bill) changed a number of hardship distribution provisions, effective 1/1/2019, that would be applicable to all plans that permit distributions on account of hardship.Read more
For many years, Glens Falls Hospital, a not-for- profit community hospital located in Glens Falls, New York, has been a diligent fiduciary steward of their retirement program, all with a keen eye on the overall goals of their plan.Read more
Retirement plan auto-portability has been popular in retirement media lately, due in large part to the firm that has pioneered the concept, Retirement Clearinghouse (RCH). But what exactly is auto-portability and does its effectiveness live up to the hype?Read more
On the surface, Collective Investment Trusts (CITs) and mutual funds appear to be very similar in that they are both pooled buckets of investments. However, CITs can provide some cost and operational efficiencies not found in mutual funds.Read more
With a finger on the pulse of their retirement plan participants, Saint Anselm College in Manchester, New Hampshire, realized the need to streamline their $80.5M* retirement plan to help participants focus on the important aspects of retirement readiness.Read more